1. Setup

To set up the integration, head over to the Integrations & API page. Under 'New Integrations' select Slack.

Give your integration a name and quick description and click on 'Create' to move to the next step.

You will then be prompted to authorize ProdPad to connect to your Slack account.

2. Mapping

The first stage is to map ProdPad over to Slack. Select the appropriate channels you wish to publish your added ideas and feedback to. If you only have one channel, you can choose the same one for both.

3. Using the ProdPad bot

Once the account has been authorized, you can start using the bot. The ProdPad bot can help you onboard new team members, create and search ideas, as well as notify you of recently added ideas and feedback based on the channels you mapped.

You should invite the ProdPad bot to all channels you wish to publish information to.

User OnboardingWhen the bot joins your Slack account, it will guide you through a quick setup and then ask you the following question:

Would you like me to create ProdPad user accounts for all the users of your slack account?

Answering 'yes' will enable to bot to create new user accounts in ProdPad using the user's Slack information.

The bot will then ask you:

Okay, great! Would you like me to onboard users to ProdPad? I will contact them by DM letting them know their ProdPad account has been set up and what they can do with me and ProdPad.

If you answer 'yes' the bot will proceed to contact the new user in Slack as soon as they join and guide them through the process of joining ProdPad, including commands they can use with the bot.

If you answer 'no' the bot will still create the user account in ProdPad, but will not proceed to contact the user in a DM.

Feedback - The bot also supports adding new feedback using the #feedback or #newfeedback commands (the bot will tell you during the setup.) It is not advised that your internal users set up feedback, as it will add the feedback under that user's name. It is instead advised that you use it in a community, so that you can gather feedback directly from your users.

Further Reading

You can also interact with the bot directly by starting a private conversation with it directly.

4. Slack SSO

When installing the bot and accepting the onboard actions, you also get access to Slack SSO. This allows anyone within your Slack team to login using their Slack username and password by simply clicking on 'Log in with Slack' at the bottom of the login page.

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Comments

John Dandeneau
April 17, 2018 21:41

So, how do you enable the Slack SSO? Went to the Authentication page in the setup and don't see a "Slack" option. I see Google, SAML, and OneLogin. I assume one of these is correct, but some extra guidance on this page under #4 would be appreciated! Thanks.